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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-09 |
Branch Locations
329 North Main Street, Madisonville, KY 42431 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Madisonville | KY | 11/2011 | 05/2025 |
| Franklin Certified Public Accountants, Inc. | Madisonville | KY | 10/2006 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2014 | 05/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 05/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1. One Ascent DBA: Franklin Wealth Management Inc. Investment Related. At Registered Location. Accounting/ Bookkeeping. CPA. Owner. 8/7/2023. 25 Hours. 25 during securities trading hours. Accounting and wealth management firm. Business consulting, limited income tax preparation, and wealth management advisory. 28727 2. Immanuel Baptist Church. Non-Investment Related. 714 Brown Road Madisonville, KY 42431. Charitable or Non-Profit Organization. Treasurer. 10/26/1996. 5 Hours. 5 during securities trading hours. Church Treasurer responsible for accounting of church financial activities, pay bills, record deposits, etc. I do not sign checks. 28590 3. KY Society CPA PAC Committee. Non-Investment Related. 1735 Alliant Avenue Louisville, KY 40299. Board of Directors. Board Member. 0.5 Hours. 0.5 during securities trading hours. On the committee that determines the amount of political contributions in the KY State Legislature and gubernatorial races. 4. One Ascent Financial Services LLC. Investment Related. 23 Inverness Center Parkway Birmingham, AL 35242. RIA. IAR. 5/9/2025. 120. 120 during securities trading hours. Investment Advisor Representative of the RIA. Duties would include investment advisory and wealth management activities.28729 5. One Ascent Financial Services LLC. Non-Investment Related. At Registered Location. Fixed Insurance. Agent. 4/25/2025. 5. 5 during securities trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-08 |
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